Dynamic Allocation — Conservative
DynamicDynamic Allocation40% Equity / 52% Fixed Income · Blend ETF implementation · Last reviewed 2026-05-14
ActiveConstruction v8Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Conservative.
YTD return
-0.3%
Benchmark -0.8%
1 year
+1.3%
Excess 1.2 pts
Since inception
2.0%
Annualized
Net expense
0.33%
Weighted across 11 sleeves
Growth of a hypothetical investment
40% Equity / 52% Fixed Income vs Tactical Allocation Composite
Model Benchmark
Jul 2026 Model +22.9% · Benchmark +12.4%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2018 (6.1%) · Weakest year 2022 (-14.4%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.1% | +0.1% | +0.1% |
| 3M | -0.4% | -0.6% | +0.2% |
| YTD | -0.3% | -0.8% | +0.5% |
| 1Y | +1.3% | +0.2% | +1.2% |
| 3Y | +2.5% | +1.5% | +1.0% |
| 5Y | -1.1% | -1.8% | +0.7% |
| Since inception | +2.0% | +1.1% | +0.9% |